Briggs Wealth Management, Inc
CIK 2109156 · Holdings on Sep 30, 2026 · First reported Oct 26, 2026
Top ten holdings
Q3 2026- VTI45.76%
- VXUS8.72%
- BND4.33%
- SPY3.77%
- VB3.66%
- VV2.88%
- FNDX2.46%
- PVAL2.36%
- VXF1.82%
- VEU1.51%
Share classes counted separately77.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VVWeight increased · +2.22 pp0.66% → 2.88%Shares +7.18K (+343.64%)
- BNDWeight decreased · -1.89 pp6.22% → 4.33%Shares -22.84K (-24.61%)
- VTIWeight decreased · -0.60 pp46.36% → 45.76%Shares +1.50K (+1.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $51.92M | 45.76% | 138.74K shares | 46.36% → 45.76%-0.60 pp +1.50K (+1.09%) | Added | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $9.89M | 8.72% | 116.40K shares | 8.57% → 8.72%+0.15 pp +6.55K (+5.97%) | Added | ↗▾ |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $4.91M | 4.33% | 69.98K shares | 6.22% → 4.33%-1.89 pp -22.84K (-24.61%) | Reduced | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.27M | 3.77% | 5.60K shares | 3.82% → 3.77%-0.05 pp +1 (+0.02%) | Added | ↗▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDMRNGSTR SML CAP View history and evidence | $4.16M | 3.66% | 14.61K shares | 3.71% → 3.66%-0.05 pp +1.20K (+8.96%) | Added | ↗▾ |
| 06 | VVVNGRD MRGSTR LRG-CAP ETF-USDMRNGSTR LRG CAP View history and evidence | $3.26M | 2.88% | 9.27K shares | 0.66% → 2.88%+2.22 pp +7.18K (+343.64%) | Added | ↗▾ |
| 07 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $2.79M | 2.46% | 88.56K shares | 2.02% → 2.46%+0.44 pp +17.53K (+24.69%) | Added | ↗▾ |
| 08 | PVALPUTNAM FOCUSED LRG CAP VALUEFOCUSED LAR CAP View history and evidence | $2.68M | 2.36% | 50.98K shares | 2.36% → 2.36%+0.00 pp +160 (+0.31%) | Added | ↗▾ |
| 09 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $2.07M | 1.82% | 8.93K shares | 2.01% → 1.82%-0.19 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $1.72M | 1.51% | 20.72K shares | 1.58% → 1.51%-0.07 pp +3 (+0.01%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VUG VANGUARD MRNGSTAR GR ETF-SUI | Non-derivative | -4,109 | -$353.95K | SEC filing ↗ | SEC filing ↗ |
| CAT CATERPILLAR INC | Non-derivative | -246 | -$261.96K | SEC filing ↗ | SEC filing ↗ |
| MTZ MASTEC INC | Non-derivative | -500 | -$208.03K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2109156 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 26, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113455434
}Research all 62 reported holdings.
This page includes 30 of 62 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 62 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2109156","quarter":"2026Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2109156","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.